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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$536M
2
Wells Fargo
Wells Fargo
California
$415M
3
Citadel Advisors
Citadel Advisors
Florida
$131M
4
Capital International Investors
Capital International Investors
California
$897M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$64.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$95.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$15.5M
3
CS
Credit Suisse
Switzerland
$72.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$338M
5
State Street
State Street
Massachusetts
$1.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
826
Koshinski Asset Management
Illinois
$2.7K +$434 +5,890 +19%
CCM
827
Copeland Capital Management
Pennsylvania
$2K – – –
CA
828
Crewe Advisors
Utah
$2K +$2K +23 New
AA
829
Advisory Alpha
Michigan
$2K +$2K +30 New
SFSIG
830
San Francisco Sentry Investment Group
California
$2K +$2K +35 New
TFA
831
Transamerica Financial Advisors
Florida
$1K -$425K -5,100 -100%
HGWM
832
Harvest Group Wealth Management
Massachusetts
$1K – – –
LFG
833
Larson Financial Group
Missouri
$1K +$1K +8 New
TFM
834
TFC Financial Management
Massachusetts
$1K +$1K +11 New
NFSG
835
Newbridge Financial Services Group
Florida
$1K +$1K +17 New
F
836
F3Logic
Minnesota
$868 -$451 -6,532 -34%
UWM
837
USAdvisors Wealth Management
Minnesota
$292 -$37 -536 -11%
FCA
838
FinTrust Capital Advisors
South Carolina
$53 – – –
WIM
839
Westside Investment Management
California
$4 – – –
Voloridge Investment Management
840
Voloridge Investment Management
Florida
– -$21.8M -348,976 Closed
ZP
841
Zimmer Partners
New York
– -$10.2M -163,961 Closed
PP
842
Paloma Partners
Connecticut
– -$5.51M -88,146 Closed
LC
843
LNZ Capital
New York
– -$4.38M -70,000 Closed
USAA
844
United Services Automobile Association
Texas
– -$2.79M -45,415 Closed
LP
845
LMR Partners
United Kingdom
– -$2.44M -39,006 Closed
Assenagon Asset Management
846
Assenagon Asset Management
Luxembourg
– -$1.98M -31,612 Closed
GSC
847
G&S Capital
Colorado
– -$1.76M -28,220 Closed
FCM
848
Fortis Capital Management
Washington
– -$1.75M -28,000 Closed
Verition Fund Management
849
Verition Fund Management
Connecticut
– -$1.54M -24,685 Closed
DnB Asset Management
850
DnB Asset Management
Norway
– -$1.54M -24,600 Closed
32 33
34
35 36